Wealth Care Investment Partners, LLC Putnam ETF Tr Putnam Focused L Transaction History
Wealth Care Investment Partners, LLC
- $206 Million
- Q2 2024
A detailed history of Wealth Care Investment Partners, LLC transactions in Putnam ETF Tr Putnam Focused L stock. As of the latest transaction made, Wealth Care Investment Partners, LLC holds 43,679 shares of PVAL stock, worth $1.61 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
43,679
Previous 44,459
1.75%
Holding current value
$1.61 Million
Previous $1.59 Million
0.19%
% of portfolio
0.77%
Previous 0.8%
Shares
5 transactions
Others Institutions Holding PVAL
# of Institutions
61Shares Held
13.8MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC3.08MShares$113 Million0.01% of portfolio
-
Glenmede Trust CO Na Philadelphia, PA1.57MShares$57.9 Million0.29% of portfolio
-
Amplius Wealth Advisors, LLC1.36MShares$50.2 Million6.53% of portfolio
-
Opal Wealth Advisors, LLC Jericho, NY1.08MShares$39.7 Million12.71% of portfolio
-
Cetera Investment Advisers Schaumburg, IL1.03MShares$37.9 Million0.09% of portfolio